Working-time account corrections (payout, transfer, adjustment)

Working-time account corrections

A working-time account does not develop in a linear way. Employees want to have plus hours paid out, minus hours from previous years are meant to be waived, or a balance is converted into vacation days. For all of this there are corrections.

Correction types

Type Effect When to use
Add (`add`) Credit hours (+) Flat-rate bonus hours, forgotten recording
Subtract (`subtract`) Deduct hours (-) Time recorded twice by accident
Set absolute (`set_absolute`) Set the balance to a target value Year change, takeover from a legacy system
Pay out (`payout`) Deduct hours and write them into the wage journal as a payout Employee has plus hours paid out
Transfer to vacation (`transfer_to_vacation`) Convert hours into vacation days Employee chooses time off instead of money
Take over from vacation (`transfer_from_vacation`) Convert vacation days into hours Remaining vacation would otherwise expire

How to create a correction

  1. Go to Working-time account.
  2. Click the affected employee.
  3. Choose Create correction.
  4. In the dialog: select the correction type, enter hours and minutes.
  5. Write a note — the reason is required and is stored in the audit log.
  6. Check the preview: Shiftdesk shows the new balance and, if applicable, the payout amount.
  7. Save.

Payout calculation

For a payout, Shiftdesk calculates:

`Payout amount = hours × hourly rate`

The hourly rate is pre-filled from the employee record but can be overridden in the dialog. The payout appears in the wage journal as a separate line item for the following month.

Who may make corrections?

  • Manager: Corrections of type `add`, `subtract` and `set_absolute` for their own department
  • HR / Admin: All types, including payouts and vacation transfers
  • Employee: No direct corrections, only requests

Locking effect

Corrections for a locked month are not possible. You must either reopen the month as an admin (with a reason) or create the correction in the following month.

Tip

Keep corrections as rare as possible. If you need them frequently, there is usually a configuration problem at the root — see Tracking modes and Working-time account basics.

Still have questions?

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